In order to support the financial futures you and your employees deserve, the Wisconsin Dental Association has collaborated with Transamerica to offer a Multiple Employer 401(k) program. Adoption into the program will allow you to take advantage of a superior retirement plan solution for your practice that is an excellent employee recruiting and retention tool.
Why Transamerica? With more than 80 years of experience, Transamerica understands the importance of providing solutions tailored to meet the needs of your practice and your employees. By adopting our retirement program, you and your employees will have access to many new and enhanced retirement plan features, such as:
- Greatly reduced retirement plan administration
- Reduced fiduciary liability
- Plan design flexibility
- Access to “Big Company” benefits
- Streamlined costs
- Online account management
- Participant education support
How can I join? Financial advisor, Tim Harms, with Third Coast Advisors in Madison, will evaluate the program and help you find the best solution for your practice. Our goal is to ensure that ALL of our members and their employees have a quality retirement plan at a reasonable price. Reach out to Tim using his contact information below, to begin the process!
Timothy Harms
Third Coast Advisors
608-828-9800
[email protected]
How can I learn more? Please join one of our upcoming webinars. The goal of these free, half-hour webinars is to provide an overview of the retirement program created solely for WDA members.
- Sept. 29 – Noon Register now
- Oct. 20 – 7 a.m. Register now
- Oct. 27 – 5:30 p.m. Register now
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SPIC. OSJ: 1166 Quail Ct., Suite 100, Pewaukee, WI 53072; 262-746-9270. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America® Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Third Coast Advisors is not an affiliate or subsidiary of PAS or Guardian.
Transamerica is not affiliated with Third Coast Advisors nor the Wisconsin Dental Association.